I have used Gmail within the last 5 years and once I saw the latest updates my prayers for any free tool to assist track my clients had been answered. Should you be looking to get a system to deal with your contacts attach files to gmail is the best free service available. I’ll get you through some of the techniques I personally use with Gmail and you could test it yourself.
The free space for storing Gmail has to offer is much more than the majority of people will ever need and you will probably never must delete an email since you are from storage. So you can keep your entire emails and once you add people to your contact list all email communication between you and the prospect can look in recent conversation.
Starting point for this to work is you will need to add your prospects towards the contact list. You should putting together groups. I use MFF for my Mentoring Totally Free clients, STB Team for my Mlm Team, FB for “real” friends at Facebook, and FAMILY for my you got it our kids. Now while you add those to your contacts add these to groups. I have got found that it is recommended to set this initially.
Second, once you get an email notice that you have a fresh prospect open the email towards the top you will notice the tabs Archive, Report Spam, Delete, Proceed to Inbox, Labels, More Actions, highlight the down arrow on More Action and you may see a list of seven actions. You need to choose Add to Tasks. (This really is a a brand new function and you also should combine it with your Gmail this can be achieved by looking at Google Labs and enabling the process function.)
Now you must set a job to generate a call for your prospect. You could add a particular due date and write notes in regards to this task. I set a unique date and also in the notes I add time I am going to create the call. The best thing concerning this function is the fact that when you build a task from a wide open email it attaches a hyperlink for the email inside the task..
Third, you might have your task as well as its time for you to call one among 2 things is certainly going happen the client answers the cell phone or they do not answer the phone, I handle it by doing this using Gmail.
If my client fails to answer the device I recently move the work to the next date, I send a message allowing them to know I called and i also produce a note inside the notes i left a note. Generally If I get my dexipky08 results and they answer the cell phone I hear them carefully to learn how I will help them. I make notes following the bring in the notes section and I always schedule an appointment with my client.
You don’t desire to use the Task Function but you want to create an occasion. (Check out Google Labs and enable Google Calendar for Gmail). You can easily set a gathering by simply clicking on the tab More Actions and you will no longer must jump from window to window to use your Google calendar!
To sum up you now have a place to keep your prospects information by making use of attach files to gmail. You may create to perform lists using the Task Function and organize the follow-up with prospects by utilizing the Events Function. Maintain your inbox clean, set reminders and adhere to your Tasks and i also guarantee you will have success using Gmail!!